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0:17:02

Tell your life where to go

Vicki Writer 5.0

Vicki Writer is an international speaker, author and coach in the areas of peak performance and sales best practices, and she is passionate about the development of human potential. Writer believes everyone has a significant amount of untapped potential within themselves. To flourish in life, we need to find ways to tap this potential and achieve our goals. Writer is well-known for assisting organizations in the area of sales and business growth. She is the founder of The 360° Solution, a leading authority in financial services, and is considered one of Australia’s best referral coaches.

0:13:01

Life after regulation in the UK

Ian Green, Dip PFS 0.0

In the U.K., commission disclosure in the 1990s was just the start of two decades of profession-changing regulation. Green shares how his career has changed, and a positive perspective about what he's gained.

0:13:30

Medicare essentials

Dennis P. Sunderman 0.0

More than 50,000 people in the United States depend on Medicare as a foundation for their health care needs. The baby boomer population will increase this number to 100,000 by 2023. Understanding the transition into Medicare as a result of "aging in" or as a part of retirement is confusing for most people. Sunderman covers the basics of Medicare benefits, how and when to enroll, cost and supplemental choices for original Medicare, Medicare Advantage Plans, and Medicare Part D for drugs. Presented at the 2016 Annual Meeting.

0:19:05

An unexpected journey

Adelia Chung, CLU, ChFC, and Spencer Dung 0.0

Adelia Chung has been in the financial services business for more than 30 years. She was the first female MDRT President, serving in 2005, and currently is a Top of the Table member. Her son, Spencer Dung, is following in her footsteps, albeit along his own path. He attended the University of California, San Diego, where he received his bachelor’s in economics, and is currently an assistant vice president of Foresters Financial. This dynamic mother-son team has an amazing amount of applicable information to share. They will show you that while times have changed, the fundamentals of the business have remained the same, and there really are basic transferrable principles for success.

0:22:25

To the top in 10

D. Kyle Atkins, CLU, CFP 5.0

Atkins shares ideas and observations to help you get to Top of the Table. The main question is: How can I begin to produce more fee revenue and still meet my obligations?

0:06:19

How members globally use technology

Chee Hong “Vincent” Gan; Brian D. Heckert, CLU, ChFC; Hidenori Miki; Hyoun “Pio” Park 0.0

Technology is changing the world. Members from Singapore, Japan and Korea discuss how it’s changing their practice – from how they communicate with clients to how applications are done.

0:06:19

Little things make the difference

Marc A. Silverman, CFP, ChFC 0.0

The home team has the advantage — that's the reason Marc Silverman hosts client meetings in his office. He describes the special touches in his office and client appreciation events. Presented at the 2016 Annual Meeting.

0:06:19

How to find the right staff

MDRT 0.0

Is the best person for the team someone exactly like you or just someone who believes in the business? In this episode, MDRT members share their insights on staffing.<br><br> You'll hear from:<br> Nguyen Le<br> Crawford McGill, CFP, AAMS<br> Renato Alarcon<br><br> If you'd like to subscribe, find us on iTunes at MDRT Podcast. <br><br> The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.

0:23:32

Grow your practice through service

David M. Ethell, LUTCF 0.0

We all know we need to see the people and that referrals are the best source of prospects. However, how do we track them and manage our client base? Effective management of this important information is just as important as prospecting. Learn how to manage your client relationships with your smartphone. Most agents spend 90 percent of their time finding new clients. Learn how to manage your existing clients through relationships and service.

0:21:05

Build a meaningful practice with reflection, specialization and collaboration

Randy L. Scritchfield, CFP, LUTCF 0.0

Scritchfield discusses how he uses reflection, specialization and collaboration in managing himself and his business. He gives specific ideas, concepts and tools — such as a tool to measure how well you are managing your business as a business, not just as a salesperson.

0:16:46

Maximizing survivor Social Security

Peter Hill, ChFC 0.0

We know the surviving spouse will receive the larger of the two Social Security checks at the first death. Is the surviving spouse prepared to give up one-third or greater of the total Social Security income at the first death? If not, consider using some of the Social Security income to buy life insurance on one or both of the spouses. Presented at the 2016 Annual Meeting.

0:15:37

The inspirational tipping point

Simon Reilly 0.0

Reilly asks members what some of their biggest concerns are and encourages them to believe in themselves.

0:21:17

Global Citizenship

Chris Bashinelli 4.0

Chris Bashinelli is an actor and activist from Brooklyn, New York, whose TV career spans from MTV to "The Sopranos." Bashinelli is the producer and host of "Bridge the Gap," an internationally recognized travel series that fosters intercultural dialogue by highlighting stories of everyday life from around the world. Concerned about a world becoming addicted to external gratification, he will talk about finding internal gratification by living a life with meaning and purpose.

0:01:44

Help your clients stick to the plan: One minute…inside a high-performing office

Alain Quennec, CFP, CIM 0.0

Sticking to their financial plans is critical component to clients reaching their financial goals. Sometimes, however, clients veer off course. Keep clients on track using this advice from a Top of the Table qualifier.

0:10:38

Navigating clients' emotions

Paula C. Brancato, MBA, CFP; Jeanmarie Elizabeth Kricher 5.0

Clients' emotional decision making can be challenging. Paula C. Brancato, MBA, CFP, and Jeanmarie Elizabeth Kricher share how they've learned to determine what their clients really want and build trusting relationships with them. <br> <br> Subscribe to the MDRT Podcast on SoundCloud or iTunes. <br> <br> The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or country. The MDRT also suggests you consult local insurance and security regulations and compliance departments, pertaining to the use of any new sales material with clients. Copyright 2016 Million Dollar Round Table.

0:01:14

How to use social media for financial planners

David Braithwaite, Dip PFS 0.0

An MDRT member who got his biggest case from Twitter shares social media tips.